Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
First Trust Mutual Funds
View all of First Trust’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
First Trust Funds List
Share Class Type
1 to 15 of 15 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| First Trust Merger Arbitrage Cl I | VARBX | Event Driven | — | 2.26% | 14 | 1.490% | Above Average | Institutional | $500,000 | |
| First Trust Preferred Sec & Inc A | FPEAX | Preferred Stock | 3.91% | 42 | 1.370% | Above Average | Front Load | $2,500 | ||
| First Trust Preferred Sec & Inc F | FPEFX | Preferred Stock | 4.10% | 40 | 1.300% | High | No Load | $2,500 | ||
| First Trust Preferred Sec & Inc I | FPEIX | Preferred Stock | 4.08% | 28 | 1.080% | Above Average | Institutional | $1.0 Mil | ||
| FirstTrust Merger Arbitrage Cl A | VARAX | Event Driven | — | 2.30% | 13 | 1.810% | Above Average | Front Load | $1,000 | |
| First Trust Merger Arbitrage Cl C | VARCX | Event Driven | — | — | — | 2.560% | Above Average | Level Load | $1,000 | |
| First Trust Preferred Sec & Inc C | FPECX | Preferred Stock | 3.66% | 50 | 2.100% | Above Average | Level Load | $2,500 | ||
| First Trust Preferred Sec & Inc R3 | FPERX | Preferred Stock | 3.84% | 43 | 1.650% | High | Retirement, Medium | — | ||
| First Trust Short Duration High Inc A | FDHAX | Bank Loan | — | 1.45% | 100 | 1.250% | High | Front Load | $2,500 | |
| First Trust Short Duration High Inc I | FDHIX | Bank Loan | — | 1.65% | 99 | 1.000% | High | Institutional | $1.0 Mil | |
| First Trust/Confluence Small Cap Val A | FOVAX | Small Blend | 4.97% | 31 | 1.600% | High | Front Load | $2,500 | ||
| First Trust/Confluence Small Cap Val C | FOVCX | Small Blend | 4.66% | 33 | 2.350% | High | Level Load | $2,500 | ||
| First Trust/Confluence Small Cap Val I | FOVIX | Small Blend | 5.04% | 30 | 1.350% | High | Institutional | $1.0 Mil | ||
| First Trust Short Duration High Inc C | FDHCX | Bank Loan | — | 1.29% | 100 | 2.000% | High | Level Load | $2,500 | |
| First Trust Managed Municipal I | CWAIX | Muni National Interm | — | — | 0.06% | 55 | 0.650% | High | Institutional | $1.0 Mil |
First Trust Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank